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Outlook Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Outlook Wealth Advisors’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,474
Closed -$1.47M – 315
2026
Q1 		$1.47M Sell
11,474
-348
-3% -$46.2K 0.36% 61
2025
Q4 		$1.61M Sell
11,822
-236
-2% -$31.3K 0.36% 55
2025
Q3 		$1.62M Buy
12,058
+379
+3% +$49.6K 0.4% 55
2025
Q2 		$1.57M Buy
+11,679
New +$1.55M 0.4% 51

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Outlook Wealth Advisors's IAK Position: Q2 2026 in Review

Outlook Wealth Advisors sold out of iShares US Insurance ETF (IAK) in Q2 2026, closing a stake of 11,474 shares — an estimated $1.47M sold.

Outlook Wealth Advisors first reported a position in IAK in Q2 2025 and held it in 4 quarters. The position peaked at $1.62M in Q3 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Outlook Wealth Advisors reported no remaining iShares US Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 11,474 iShares US Insurance ETF shares in Q2 2026, an estimated $1.47M.
  • Outlook Wealth Advisors first reported a position in iShares US Insurance ETF in Q2 2025 and held it in 4 quarters.
  • Outlook Wealth Advisors's iShares US Insurance ETF position peaked at $1.62M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.